Federated Hermes, Inc. (FHI)

Price$55.89

Value ScoreC

Growth ScoreD

Momentum ScoreB

Favorite Metrics

Price vs S&P 500 (26W)1.97%

Price vs S&P 500 (4W)-1.39%

VGM Score52.38

Market Capitalization$4.26B

P/E Ratio (Annual)10.55x

Indicated Dividend Yield (Annual)2.71%

All Metrics

P/CF (Annual)14.31x

Book Value / Share (Quarterly)$15.95

P/TBV (Annual)4.67x

Indicated Dividend (Annual)$1.52

Revenue Growth (3Y)7.90%

Cash Flow / Share (Quarterly)$4.04

Payout Ratio (TTM)26.47%

Price vs S&P 500 (YTD)-3.27%

Gross Margin (TTM)95.52%

Net Profit Margin (TTM)21.34%

EPS (TTM)$5.40

10-Day Avg Trading Volume0.82M

EPS Excl Extra (TTM)$5.40

Revenue Growth (5Y)4.57%

EPS (Annual)$5.37

Dividend / Share (Annual)$1.33

ROI (Annual)26.10%

Gross Margin (Annual)95.54%

Net Profit Margin (5Y Avg)18.93%

Cash / Share (Quarterly)$8.55

P/E Basic Excl Extra (TTM)10.68x

Revenue Growth QoQ (YoY)13.21%

EPS Growth (5Y)9.66%

P/E Normalized (Annual)10.55x

ROA (Last FY)18.09%

Revenue Growth TTM (YoY)12.24%

EBITD / Share (TTM)$7.22

ROE (5Y Avg)26.37%

Operating Margin (TTM)27.82%

Cash Flow / Share (Annual)$3.86

P/B Ratio3.53x

P/B Ratio (Quarterly)3.57x

Net Income / Employee (Annual)$192,900

EV / Revenue (TTM)2.19x

Net Interest Coverage (TTM)12.56x

ROA (TTM)18.31%

EPS Growth QoQ (YoY)1.72%

EV / EBITDA (TTM)7.67x

EPS Incl Extra (Annual)$5.37

Current Ratio (Annual)2.75x

Quick Ratio (Quarterly)3.12x

3-Month Avg Trading Volume0.80M

52-Week Price Return31.97%

EV / Free Cash Flow (Annual)13.88x

P/E Incl Extra (TTM)10.68x

Revenue / Employee (TTM)$892,900

Tangible BV / Share (Quarterly)$11.64

P/S Ratio (Annual)2.35x

Asset Turnover (Annual)0.81x

52-Week High$59.05

Operating Margin (5Y Avg)25.31%

EPS Excl Extra (Annual)$5.37

CapEx CAGR (5Y)-27.19%

Tangible BV CAGR (5Y)5.72%

26-Week Price Return17.90%

Quick Ratio (Annual)2.63x

13-Week Price Return-1.55%

Total Debt / Equity (Annual)0.29x

Current Ratio (Quarterly)3.28x

Enterprise Value$4.09B

Revenue / Share Growth (5Y)9.92%

Asset Turnover (TTM)0.86x

Book Value / Share Growth (5Y)6.47%

Revenue / Employee (Annual)$866,100

Pretax Margin (Annual)30.23%

Cash / Share (Annual)$9.48

3-Month Return Std Dev27.25%

Gross Margin (5Y Avg)95.56%

Net Income / Employee (TTM)$190,600

EBITDA CAGR (5Y)4.04%

EBITDA Interim CAGR (5Y)4.75%

ROE (Last FY)33.69%

Net Interest Coverage (Annual)591.67x

EPS Basic Excl Extra (Annual)$5.37

P/FCF (TTM)13.94x

Receivables Turnover (TTM)32.57x

EV / Free Cash Flow (TTM)13.40x

Total Debt / Equity (Quarterly)0.29x

EPS Incl Extra (TTM)$5.40

Receivables Turnover (Annual)30.84x

ROI (TTM)26.15%

Dividend Growth Rate (5Y)-8.56%

P/S Ratio (TTM)2.28x

Pretax Margin (5Y Avg)25.86%

Revenue / Share (Annual)$24.11

Tangible BV / Share (Annual)$11.33

Forward P/E10.47x

Free OCF CAGR (5Y)-3.92%

Price vs S&P 500 (52W)3.76%

P/E Ratio (TTM)10.68x

EPS Growth TTM (YoY)14.55%

Year-to-Date Return7.66%

5-Day Price Return2.28%

EPS Normalized (Annual)$5.37

ROA (5Y Avg)14.08%

Net Profit Margin (Annual)22.27%

Month-to-Date Return-3.49%

Cash Flow / Share (TTM)$3.65

EBITD / Share (Annual)$7.27

EPS Growth (3Y)24.35%

Operating Margin (Annual)28.95%

LT Debt / Equity (Annual)0.29x

P/CF (TTM)13.64x

ROI (5Y Avg)20.47%

P/E Excl Extra (TTM)10.68x

LT Debt / Equity (Quarterly)0.29x

EPS Basic Excl Extra (TTM)$5.40

P/TBV (Quarterly)4.89x

Payout Ratio (Annual)26.00%

P/B Ratio (Annual)3.37x

Dividend / Share (TTM)$1.36

Pretax Margin (TTM)28.99%

Book Value / Share (Annual)$15.67

Price vs S&P 500 (13W)-11.29%

Net Margin Growth (5Y)-0.24%

Dividend Yield (TTM)2.48%

Beta0.63x

P/FCF (Annual)14.45x

Revenue / Share (TTM)$25.70

ROE (TTM)33.90%

52-Week Low$41.55

vGradeC

gGradeD

mGradeB

vgmGradeC

Show chart for

Earnings Surprise History

Q1 261.27est. 1.19

Analyst Recommendations

Feb 2026

Mar 2026

Apr 2026

May 2026

3.42

2.60

Industry Peers — Investment Advice(127)

Symbol	Value Score	Growth Score	Momentum Score	Price
FHIFederated Hermes, Inc.	C	D	B	$55.89
BXBlackstone Inc.	F	B	D	$116.94
KKRKKR & Co. Inc.	D	C	C	$95.01
KKRTKKR & Co. Inc. 6.875% Subordinated Notes due 2065	D	C	C	$24.39
BAMBrookfield Asset Management Ltd.	F	C	C	$48.14
APOApollo Global Management, Inc.	C	C	C	$128.22
APOSApollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053	C	C	C	$25.64
AMPAmeriprise Financial, Inc.	C	B	D	$447.15
ARESAres Management Corporation Class A Common Stock	D	B	C	$128.74
TROWT Rowe Price Group Inc	B	D	B	$103.92
TPGTPG Inc. Class A Common Stock	D	C	D	$43.28

About

Federated Hermes is an asset manager with $871.2 billion in assets under management as of September 2025, serving institutional and individual investors. The company generates approximately half its revenue from cash management services, while money market funds comprise 75% of AUM. Distribution channels include trust banks and wealth managers (68% of AUM), institutional investors (25%), and international clients (7%).